Recent Posts

I spent the last few days researching an oil drilling company and
along the way have picked up some knowledge about the macro
conditions in the oil market.

It seems like nobody pays attention to the fact that the world
has a very serious problem on its hands when it comes to oil
production. Excess capacity has been steadily declining over the
last few decades and investment into new production has been
stagnant in recent years. This means that in the next few years,
barring demand catastrophe, we will have a major tightening in
the energy markets. This will lead to economic slowdown,
political strife, and perhaps even war.